Seasonal Tax Intern

Job Description

Tax Intern | Federated Fiducial

The Tone:
This is a seasonal internship with Federated Fiducial, an organization dedicated to providing essential financial services to small businesses and their owners. Since 1925, Federated Funeral Directors of America (FFDA), now part of the Fiducial family, has specialized in supporting over 1300 funeral homes, from small rural operations to large firms. Fiducial, founded in 1970, is a prominent provider of business counseling, bookkeeping, payroll, and tax preparation & advisory services. This Tax Intern role is vital for supporting Federated’s growing client list, specifically by preparing individual income tax returns. The work of this intern ensures clients receive accurate and timely tax assistance, enabling them to concentrate on serving their own customers.

The TL;DR
• Role: Internship
• Type: Seasonal
• Location: Not specified
• Pay: $16–$17 hourly
• Mission: Prepare individual income tax returns accurately for clients, supporting their financial needs during tax season.
• Tech Stack: Accounting software, Office software applications

What You’ll Actually Do
• Training and Development: Receive comprehensive, in-depth training designed to equip you with knowledge of regulations, specific forms, and established procedures essential for accurately preparing personal income tax returns for a diverse client base.
• Tax Return Preparation: Take primary responsibility for meticulously preparing individual income tax returns for clients throughout the peak tax season, ensuring compliance and accuracy.
• Quality Assurance and Filing: Accurately check, verify, and complete individual tax return forms, preparing them for final submission and filing according to established protocols.
• Information Gathering: Systematically gather and organize all necessary financial documentation, including copies of previous tax returns, wage statements from employers, year-end interest and dividend summaries, and other relevant information required to precisely assess client tax liability.

The Must-Haves
• Background: Entry-Level. This position is designed for a current college or university student who has successfully completed at least one college-level tax class, demonstrating foundational knowledge in tax principles.
• Experience: While no specific years of prior work experience are required, candidates should demonstrate a history or aptitude for building positive relationships with clients and colleagues, as collaboration is key in this service-oriented environment.
• Skills:
• Ability to efficiently manage and process a high-volume workload while maintaining a high level of accuracy and output.
• High proficiency in utilizing various accounting software applications and standard office software applications for data entry and processing.
• Strong verbal and written communication skills to effectively interact with peers, staff, and potentially clients, ensuring clear understanding and professional correspondence.
• Exceptional organizational and time management skills to prioritize tasks and meet deadlines during a demanding tax season.
• An active Preparer Tax Identification Number (PTIN) is a mandatory requirement for this role.
• Bonus:
• Ability to work collaboratively and constructively with peers, staff, and senior management in a team-oriented environment, fostering a supportive workplace.
• Possesses an unquestionable level of integrity and a strong commitment to quality assurance requirements, ensuring all work adheres to high standards.
• Committed to actively fostering and maintaining a client-centric service culture within the organization.